Projects and jobs, the way you already work.
A kitchen fit doesn’t look like a website build, and neither looks like a support request. Give each kind of work its own board, with its own stages.
A board for every kind of work.
Doodali doesn’t force one way of working on everything. Every business sets its work up its own way, and everyone’s tasks still come together in one list.
- Make as many boards as you need, SEO, Websites, Ads, Installs, Repairs
- Each board has its own columns, named the way your team talks
- Pick the board when a project starts, or let won deals land on the right one
Ask the customer. Let the answer move the job on.
No more chasing details over email. Send the form, get a nudge when it’s done, and pick the work straight back up.
- Build a form once, a brief, a site survey, an onboarding checklist
- Send it to a customer with a private link; no login needed
- Answers and uploaded files land on the project, and it can move to the next stage by itself
Talk to customers where the work is.
- Invite customers as guests to a channel, they only see what you share
- Keep files, answers and messages with the project, not in someone’s inbox
- Share a booking link so customers can pick a time that suits you both
All the bits a job needs.
Boards with your own stages
Drag projects between columns. One column is “done”, so finished work tidies itself away.
Tasks and My work
Tasks with owners and due dates, and one list of everything that’s yours across every business.
Time tracking
Log time against projects and see where the hours really go.
Templates
Start common jobs from a template, with the tasks already set out.
Files
Drawings, briefs and photos kept with the project they belong to.
Automations
Move a project, assign a task or send a nudge when something happens.
Let customers book the next meeting.
Connect your Google Calendar and share a link. Customers see the times you’re free and book one, it goes straight in your calendar, with the details on the customer’s record.
Questions,
answered.
Anything else, ask, a real person replies.
Can we have different boards for different kinds of work?
Yes. Make as many boards as you like, each with its own columns. You choose the board when a project starts.
Do won deals become projects automatically?
Yes. When a deal is won, a project opens with the customer, the budget and the conversation attached.
Can customers see the project?
Only what you choose to share. Customers can join a channel as guests, fill in forms you send, and book meetings, they never see your internal notes or other customers.
Does it do time tracking?
Yes. Log time against projects and tasks, and see it in your reports.
Less juggling. More doing.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.